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Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 3:59 PM EST

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To: smh who wrote (5341)1/6/2002 8:16:14 PM
From: Cosmo Daisey   of 52153
 
smh,
The Gilder Biotech letter has been out for several months. It is written by Scott Gottlieb MD. The letter is well written and easy to read. It seems the letter closely follows the work of George Wolff who runs a research firm whose customers are institutions and funds investigating and investing in biotech stocks. George wrote "The Biotech Investors Bible" which I would highly recommend for anyone interested in bio investing. The book is the result of requests for reports he wrote on bio companies for customers so he decided to put them together in a book. (available @ Amazon)
The letter is $250 a year and worth it if you can get one great stock from it. If you are interested I can post the current portfolio suggestions.
cdaisey@gilder-is-great-com
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